Bank of America
Financial Solutions Advisor Registration Candidate - South OC Market
Dana Point · Full-time · Posted Oct 22, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Trains to become a licensed financial advisor, then serves financial-center clients by assessing their needs, recommending financial solutions, and building client relationships.
What you'll do
- Obtain required securities licenses and complete advisor training.
- Assess client needs, provide advice and reviews, and recommend strategies and solutions.
- Build and manage client relationships and collaborate with banking and investment partners.
What they ask for
- Aptitude for obtaining required industry licenses, including SIE within 30 days and Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of 66.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration; ability to manage multiple tasks and adapt to new technology.
- Results-driven approach that prioritizes client interests in a fast-paced environment.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Pay
$28.85 - $33.65 hourly pay (base salary; not incentive eligible)
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative